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Financial Plan Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Financial Plan Inc’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Sell
5,643
-303
-5% -$24.6K 0.05% 62
2025
Q4 		$451K Buy
+5,946
New +$437K 0.05% 63

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Wealth Enhancement Advisory Services
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Financial Plan Inc's AVLV Position: Q1 2026 in Review

Financial Plan Inc reduced its Avantis US Large Cap Value ETF (AVLV) stake by 5.1% in Q1 2026, selling an estimated $24.6K and leaving 5,643 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #62.

Financial Plan Inc first reported a position in AVLV in Q4 2025 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Financial Plan Inc held 5,643 shares of Avantis US Large Cap Value ETF worth $455K as of Q1 2026.
  • Financial Plan Inc sold 303 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $24.6K.
  • Avantis US Large Cap Value ETF made up 0.05% of Financial Plan Inc's portfolio in Q1 2026, its #62 holding.
  • Financial Plan Inc first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.